Graph of the Week –...
The US labour market has weakened: the six-month moving average of non-farm payroll job gains was less than 64,000 in…
15/10/25
US
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Graph
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Article
Politics in the driver’s seat
The US federal government shutdown, which began on 1 October, continues with little sign of any imminent settlement between Democratic…
13/10/25
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Article
US small-cap stocks – An...
Hopes for US small-capitalisation shares were high after last November’s re-election of Donald Trump. Investors looked for a repeat of…
08/10/25
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Article
Grin it and hedge it
The persistent rise in the value of risk assets leaves investors with a dilemma: on the one hand, many valuation…
08/10/25
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Article
The shutdown
Market concerns about the risk of a budget-related government shutdown in the US that punctuated the last week of September…
02/10/25
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Podcast
Talking Heads – Full steam...
Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Investors have reassessed the effects of the Trump tariffs on…
02/10/25